Redact, Redact, Redact!

With the busy selling season coming upon us, just a quick reminder that WISP regulations require you to redact any personal, confidential information prior to transmission to others.  In short, before you deliver (via email or fax) a copy of a deposit check to another broker make sure you white out the account information!  After you copy the check for your files, make sure you white out that account information!  We’ve included an example of a redacted check below:

Interested in learning more about WISP and all of your data security requirements?  Read here!